Rutland Financial Services
Rutland Financial Services provides clients with bespoke financial advice. Our focus is simple: to provide superior financial advice and to build a long and lasting relationship with our clients. What our clients expect of us is an objective, professional and efficient service that is delivered with a personal touch. We consider that the key is in creating a trusting relationship with our clients so that we can provide financial advice that is altogether individual.
Rutland Financial Services provides clients with bespoke financial advice. Our focus is simple: to provide superior financial advice and to build a long and lasting relationship with our clients. What our clients expect of us is an objective, professional and efficient service that is delivered with a personal touch. We consider that the key is in creating a trusting relationship with our clients so that we can provide financial advice that is altogether individual. The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in. UNDERSTANDING We will explain how we work, what service we provide and how we are paid for those services. Any fees to be charged will be explained to you at the outset and we do not request any fees upfront. Our aim is to fully understand your short and long-term financial aspirations. To do this we will: Gather information about you. Understand your income and expenditure. Assess your current arrangements. Identify your attitude to risk and capacity for loss. Establish your needs, objectives and priorities. STRATEGY Having assessed your priorities if appropriate we will carry out research to find suitable investment options for you. To do this we will: Analyse the information you have provided. Contact providers of your current arrangements to establish full details of what you have in place. Research the market to find products that are suitable for you. Compare the costs, features and benefits of those products. SOLUTIONS We will develop and present a plan to meet your requirements, which will include our recommendations on specific investment products and the terms on which these can be arranged. In doing so we will: Review options that are available to you. Explain why our recommendations are suitable for you. Point out the risks involved. Set out the costs. Explain the tax implications of our recommendation. Provide you with a full set of documents and information to help you understand our recommendation.
Address: 8 Messenger Centre, Crown Lane, Tinwell, Stamford PE9 3UF, United Kingdom
Phone: +44 1780 761 940
FAX: +44 1780 761 941
